Budget 2026 bets! Axis picks 26 stocks to watch out for on February 1

With the Union Budget 2026 set to be unveiled on February 1, Axis Securities has identified 26 stocks across eight key sectors that could be in focus as policy announcements shape market direction. The picks are anchored in themes such as infrastructure spending, consumption recovery, manufacturing push, offering investors a curated list of stocks to watch as budget-related triggers unfold. Sectoral plays